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Submitting tax information this filing season

With the income tax return filing season in full swing and the April 15th deadline approaching, we urge clients to submit all tax-related documents soon. Our office is closed to the public, however, a secured dropbox is available for those needing to drop off tax information. The dropbox is located in the lobby of our building and all tax-related items will be mailed to clients moving forward.

With the COVID-19 events taking place around the world and in our community, we are taking this opportunity to express support for taking every precaution recommended by experts.  Although we typically prefer and enjoy meeting with clients in person, now is a time when social distancing may be in order.  While we are taking precautions in our office to reduce the spread of any virus, if you prefer, you may provide documentation to our office in electronic format and eliminate an in-person visit.  Upon request, we can provide you with a secure link via email to facilitate uploading documents to us.  Your information will then be provided to your main point of contact at Hancock Dana, and any questions will be handled over the phone or via email.  If you have any questions, please contact our office.

Guidelines to successfully submit documents electronically:

  • Use a scanner to convert paper documents to an electronic image.
  • Send documents in PDF format.
  • Do not use a camera to generate images of documents.
  • Ensure the image quality is acceptable.  If you can easily read it, we probably can too.
  • Be sure to scan both sides of documents, if applicable.